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CREATIVE RETIREMENT PLANNING, INC.

CRD 138274

Visit website

334 W WASHINGTON ST, SEQUIM, WA, 98382, United States

Phone

360-582-9028

Fax

360-582-9130

Registration

— (—)

Source

State registered

Total AUM

$1.7M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals3$1.7M

All web addresses on file

Official SEC filing: View on IAPD